Pinnacle Associates
XEL icon

Pinnacle Associates’s Xcel Energy XEL Stock Holding History

Pinnacle Associates’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$213K Buy
3,018
+172
+6% +$13.2K ﹤0.01% 909
2026
Q2 		$229K Buy
2,846
+257
+10% +$20.5K ﹤0.01% 891
2026
Q1 		$206K Sell
2,589
-198
-7% -$15.5K ﹤0.01% 906
2025
Q4 		$206K Sell
2,787
-77
-3% -$6.07K ﹤0.01% 894
2025
Q3 		$231K Buy
+2,864
New +$207K ﹤0.01% 813
2023
Q2 		– Sell
-3,222
Closed -$217K – 845
2023
Q1 		$217K Buy
3,222
+115
+4% +$7.76K ﹤0.01% 712
2022
Q4 		$218K Buy
+3,107
New +$207K ﹤0.01% 689

Other funds holding XEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pinnacle Associates's XEL Position: Q3 2026 in Review

Pinnacle Associates increased its Xcel Energy (XEL) stake by 6% in Q3 2026, buying an estimated $13.2K and bringing the position to 3,018 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Pinnacle Associates first reported a position in XEL in Q4 2022 and has held it in 7 quarters since. The position peaked at $231K in Q3 2025. 650 funds tracked by Wall St. Rank hold XEL as of Q3 2026.

  • Pinnacle Associates held 3,018 shares of Xcel Energy worth $213K as of Q3 2026.
  • Pinnacle Associates bought 172 Xcel Energy shares in Q3 2026, an estimated $13.2K.
  • Xcel Energy made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #909 holding.
  • Pinnacle Associates first reported a position in Xcel Energy in Q4 2022 and has held it in 7 quarters since.
  • Pinnacle Associates's Xcel Energy position peaked at $231K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.